Key Benefits

Nationally recognised

The Tax Financial Adviser course is made up of units that fall under the Australian Qualifications Framework. This means you may be able to use your course results to help you gain entry to a higher education course.

TPB approved course

Course Accreditation

The Tax (Financial) Advisors Course is nationally recognised as the FNSSS00006 Commercial Law for Tax (Financial) Advisors Skill Set.

In total, you need to complete the following two units of competency in order to become a registered Tax (Financial) Adviser. The units of competency in this course are under the Australian Qualifications Framework (AQF):

Module 2

Commercial Law

Course Assessments

The experts who design and deliver our courses (click back to Course trainers to meet some of them) have developed an assessment framework that’s uniquely designed to help you gain a deep understanding of the material. They’ll give you the kind of knowledge and skills you can use in the real world as a business operator or manager. Assessment formats include:

Case studies

Multiple-choice questions

Short-answer questions

Calculation questions

Roleplays

If you wish to complete the Tax (Financial) Adviser certification, you’ll need to complete the additional exams to meet the TPB requirements.

The Tax (Financial) Adviser exams are quizzes and short response written exams. There is an exam for both Australian Tax Law and Commercial Law. These must be completed under independent supervision.

Career Opportunities

The financial planning industry continues to grow as consumers seek trusted advice to help with their financial plans. It is a diverse industry involving advice across a range of areas including investments, insurance, superannuation, and much more.

Completing a Tax (Financial) Adviser accreditation stipulated by the Tax Practitioners Board (TPB) will be an industry standard going forward. All aspiring advisers should seek to attain this qualification as part of their professional education pathway.

Because tax is so detailed and complex, it is no surprise clients continually seek accurate and timely trusted advice about their financial plans from advisers, and this includes the tax considerations that go along with such plans. Click here to ascertain if you need to do the course.

Pathways

Once you’ve completed this short course, you can then go on to study a Diploma of Financial Planning or the Advanced Diploma of Financial Planning. The units you undertake in this course will help prepare you for the tasks and assessments you’ll do as part of the Diploma or Advanced Diploma. Learning about tax law and commercial law will also give you a fresh perspective on the real-world practice topics you study next.

Entry requirements

There aren’t any formal prerequisites. But to make sure you get the most out of training with us, the following enrolment process applies:

Once we receive your enrolment, our friendly course consultants will touch base to undertake a pre-training review to ensure the training is right for you.

For students without an equal or higher level qualification, there’s a short language, literacy and numeracy quiz you complete online.

What equipment will I need?

You will need access to the following equipment to successfully complete the course:

Working computer with Microsoft Office (2009 or later)

Access to the internet

Access to a smart phone, video camera or web camera is required

It’s also ideal to have a financial calculator on hand.

Am I eligible for recognition of prior learning?

We may be able to take into account relevant knowledge and skills you’ve possibly gained through previous formal or informal training, education and employment. To find out more, refer to our Student Information Guide by clicking here, or get in touch with one of our friendly course consultants.

Course Duration

Is there a maximum course completion time?

Yes; one year for the whole course. You must complete each module within six months.

Is there a minimum course completion time?

No. Students can complete the qualification as quickly as they choose.

What is the average course completion time frame?

Students who are highly motivated and well organised can often complete the full course in nine months. The key factors that influence course completion are a student’s experience, time availability, and how fast they work.

How does it work?

This course has been developed to give you absolute flexibility. Study on your couch, on public transport, on your break at work, out in the park – wherever and whenever you like. The best part is, with Monarch Institute, ‘online’ doesn’t mean ‘alone’. You’ll be backed by our trainers at every step along the way.

What support will I get?

Your trainer will be happy to contact you via phone, Skype, Zoom, TeamViewer, or email (Monday to Friday, 9am to 5.30pm). So you definitely won’t feel alone. You’ll also have access to our student Facebook groups, so you can discuss the material with other students. It’s a handy way to stay in touch with trainers and others in the same course.

Do you offer corporate workshops?

Yes. We’re the corporate training partner of choice for several large organisations. Our trainers can also conduct onsite training for groups of six staff or more. Corporate workshops can be scheduled for any location in Australia. Got a new satellite office with staff in need of training? Running a training retreat in an idyllic location (yes please!)? Our trainers can be there.

Corporate workshops are tailored to your organisation’s needs. Get in touch with our friendly course consultants for more information.

Course Price

Meet your trainers

Industry experts and thought leaders

Lauren Davis Trainer "When everything seems to be going against you, remember that the airplane takes off against the wind, not with it." – Henry Ford

I’m a qualified financial planner with 15 years’ experience in the financial services industry. I have worked as a financial planner for a small business, as well as running my own business. In the past I’ve also worked for one of the big four banks. I know what it takes to support new starters; I’ve also worked in marketing and supporting other financial advisers to run and grow their own businesses.

What makes me jump out of bed each morning?

Coffee and my much-loved Cavoodle, Henry, ready for his morning walk. I enjoy going out for brunch, watching movies, and watching any sport I can, in particular my beloved Carlton Football Club.

I am a qualified financial planner holding a tertiary qualification in a Masters of Financial Planning as well as being a Certified Financial Planner (CFP®) since 2001. I started in the financial advice industry in 1997, after transferring from a role as a lending manager with ANZ. During my 20 years in the financial advice industry, I’ve had a number of diverse roles including corporate super at NSP Buck, workplace financial planning with private clients at MLC, and professional and business banking with Macquarie. To follow this up, I set up and ran an Australian Financial Services License for an accounting firm.

Then in 2012 I co-authored and delivered a business succession insurance training program for financial planners and accountants for the Business Risk Institute of Australia. In 2013 I established my own practice, Encompass Wealth – Financial Life Planning. We specialise in holistic life planning, focusing on the broader context of a client’s life rather than just the numbers. This means integrating clients’ values, vision and wealth.

In March 2017 I was appointed Director at CLIME Private Wealth. This role sees me using my experience, technical knowledge and coaching abilities to provide advice to baby boomers transitioning into their version of retirement. This is indeed a challenging role, dealing with people at diverse and sometimes difficult times of their lives. I’ve been using my life coaching skills together with other frameworks gained from transition and retirement coaching studies.

Education has been a major driver of my financial planning journey. I’m currently studying a Diploma of Life Coaching (due for completion in December 2017), and a Bachelor of Social Science (majoring in behavioural science) at Swinburne University.

I have an Advanced Diploma in Financial Planning, together with other specialist accreditations in retirement planning, SMSF, home and aged care, ALPA ASX listed products, collaborative law (financial adviser) and as a retirement and transition coach. I am also a member of the Financial Planning Association, an associate member of the AFA, SMSF Association and a fellow at the Australian Institute of Management.

What makes me jump out of bed each morning?

My family! And the ability to make a difference in someone’s life – I love working with people!

Ben Dascal Trainer "Whether you think you can or you think you can’t, you’re right." – Henry Ford

I am a qualified financial planner holding a tertiary qualification in financial planning, as well as being a Certified Financial Planner (CFP®). I’ve worked as a financial planner for an Australian bank for over two years. Before that, I worked for over seven years as an associate adviser for another financial planning company.

What makes me jump out of bed each morning?

I enjoy catching up with friends, going for walks with my wife and following the North Melbourne Football Club.

Janine Cini Trainer "The only way to do great work is to love what you do." – Steve Jobs

I’m known as a bit of a superannuation guru here at the Monarch Institute office. I’ve got 30 years of experience in the financial services sector. I’ve worked in underwriting, corporate superannuation fund portfolios, business analysis, and self-managed superannuation funds.

I have undertaken a variety of roles, mostly within large corporations, but also with a number of small businesses. I’m passionate about sharing my knowledge and experience in Monarch Institute’s student contact hours here in Melbourne.

What makes me jump out of bed each morning?

It’s all about balance and fitting as much into the day as possible. If the sun is shining an early morning horse ride is a must. A good balance of work to stimulate the mind and Pilates to keep in shape. And never a dull moment with three children and a close family living nearby.

Josh Wilson Trainer "Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless." – Jamie Paolinetti

I am a qualified financial planner with tertiary and vocational qualifications in financial planning and law. I’ve had 17 years of experience in the financial planning and wealth management industry. I have worked as a financial planner for a large Australian bank and boutique wealth management firm for over 10 years, and prior to that, as a fund accountant for a London-based asset manager.

What makes me jump out of bed each morning?

I am usually woken up by my two girls first! I get excited to see my heirloom tomatoes growing strongly in spring. I love cooking at home on the weekend, hanging out in the park with my wife and two girls, and I’m a mad (suffering) Carlton supporter.

Any questions? Ask away!

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Financial planning training. For the real world.

You deserve to learn from experts who are just as committed to the financial planning profession as you. Monarch Institute was founded by experienced financial advisers who wanted to show students what it’s actually like to practice in the real world. In other words, not just the theory. Courses are developed with an industry advisory council including recognised thought leaders. Like Dr Jenny Diggle, who’s just been appointed to ASIC’s Financial Services and Credit Panel.

Need your full RG146 compliant qual? Want to specialise in one area of advice? Monarch Institute delivers nationally recognised qualifications, taught on your terms. Fit your professional development in to your busy schedule, confident that you’ll be supported by your trainers every step of the way. It’s just one part of our commitment in helping you smash your career goals.

I completed my Diploma of Financial Planning at Monarch Institute and subsequently completed my Advanced Diploma in Financial Planning with them. My experience in all my dealings with Monarch Institute has been impressive.

- John Emile

I really liked the way the course was outlined as it was very practical rather than only theory based. The course material and assessments were both concise and challenging respectively. It gave me the chance to think as a Financial Planner.

- Vicky Satgunasingam

You need a different learning experience.We're ready to deliver.

Expertise

Courses developed with leading academics and industry associations

Delivered by brilliant trainers who work with corporate leaders

Learn from professionals using real world case studies

Flexibility

Fit study around work, family, life.

Start immediately, or down the track

Flexible payment options

Support

Dedicated team of trainers and support staff on hand to guide you

Up to date, easy to understand course materials.

Assessment turnaround in 5-7 business days with comprehensive trainer feedback.